Great Waters Wealth Management Dimensional ETF Tr U S Equity Transaction History
Great Waters Wealth Management
- $721 Billion
- Q1 2025
A detailed history of Great Waters Wealth Management transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, Great Waters Wealth Management holds 2,366,428 shares of DFUS stock, worth $137 Million. This represents 19.86% of its overall portfolio holdings.
Number of Shares
2,366,428
Previous 2,511,066
5.76%
Holding current value
$137 Million
Previous $160 Billion
10.59%
% of portfolio
19.86%
Previous 20.54%
Shares
10 transactions
Others Institutions Holding DFUS
# of Institutions
741Shares Held
163MCall Options Held
0Put Options Held
0-
Prudential Financial Inc Newark, NJ26.4MShares$1.53 Billion2.38% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO7.96MShares$461 Million5.21% of portfolio
-
Index Fund Advisors, Inc.5.8MShares$336 Million20.61% of portfolio
-
Plancorp, LLC4.79MShares$277 Million12.62% of portfolio
-
Envestnet Asset Management Inc4.04MShares$234 Million0.09% of portfolio